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Company: CI Financial Corp.

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We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

Cincinnati-based RIA has US$450 million in AUM

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Redemptions were down in a quarter that saw CI acquire ownership stakes in two U.S. RIAs

Firm has $10 billion in assets, over 200 advisors

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The U.S.-based firm has US$4.5 billion in AUM

  • By: IE Staff
  • August 4, 2020 August 4, 2020
  • 10:25
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RIA with US$440 million in AUM acquired via CI subsidiary OCM Capital

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The firm has now acquired an interest in four RIAs with total assets of US$6.6 billion

  • By: IE Staff
  • May 26, 2020 May 26, 2020
  • 12:56

Assets return to fund companies during April rebound

Firm has adapted to the pandemic, says CEO Kurt MacAlpine

The transaction is part of CI’s plan to grow its presence in the U.S. RIA market

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Adams Street Partners will offer CI's clients access to private equity and private debt investments